Seeking Alpha4h agoBunge maintains 2026 adjusted EPS at $9.25$9.75 as projects ramp and net interest expense outlook rises to $640M$670MBunge Q3 2026 earnings: EPS rose, guidance held, and Viterra synergies grew despite volatility.4h ago
Seeking Alpha5h agoMicrosoft posts 18.8% revenue growth as Rule of 40 score hits 58.4Microsoft reported 18.8% year-over-year revenue growth and a 39.6% net profit margin in its fiscal first quarter, lifting its Rule of 40 score to 58.4. The score reflects a strong balance between growth and profitability under the strictest version of the metric. Capital expenditure continued to climb in the quarter, giving investors reason for concern. Offsetting that pressure are the expanding Rule of 40 score and the strength of Microsoft's balance sheet.5h ago
Seeking Alpha12h agoAnthropic (ANT) Prospectus Arrives With a Personal View on IPO ValuationThe company's expenses declined as a share of revenue. Compute costs, its largest cost, fell from more than 250% of revenue to 48%.12h ago
Seeking Alpha14h agoJohnson & Johnson's strong Q3 growth faces a 2027 earnings testThe innovative medicine business posted 7.9% operational growth. TREMFYA generated $2.4 billion in quarterly sales. Those sales offset STELARA's decline.14h ago
Seeking Alpha1d agoCoStar Group retreats 14% amid earnings, deal to acquire VexcelWhy CoStar stock sank 14% after earnings: revenue miss, Vexcel acquisition, and key metrics investors should watch now.1d ago
Seeking Alpha1d agoCelestica: Free Cash Flow Is the Story That CountsCelestica's earnings per share rose 109%, beating expectations. The company expects free cash flow to be negative in 2027. The rating on the shares remains Hold.1d ago
Seeking Alpha1d agoCelestica Q3 Earnings: Setting Records, And 3.2T Switches Are The Next CatalystCelestica delivered Q3 results that exceeded estimates, with revenue up 83% YoY and EPS rising 109%. I rate CLS stock as Strong Buy. Click to read my full update.1d ago
Seeking Alpha1d agoSK hynix Q3 Numbers Crush Slowdown FearsRevenue beat both market expectations and optimistic forecasts. The result eased concerns about slowing demand.1d ago
Seeking Alpha2d agoSpaceX: Q3 ESP Reversal And Starship Scale Drives Rating UpgradeDiscover why Space Exploration Technologies, aka SpaceX, was upgraded to Buy after Flight 14, EPS reversal, and Starship scaling. Click for this SPCX stock update.2d ago